We are live on ! Find out more
BGH

Barings Global Short Duration High Yield Fund

50 hedge funds and large institutions have $85.3M invested in Barings Global Short Duration High Yield Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4850 (+2)

3% more capital invested

Capital invested by funds: $83.1M → $85.3M (+$2.16M)

0.57% more ownership

Funds ownership: 22.4%22.97% (+0.57%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$12.6M +$980K +57,468 +8%
Wells Fargo
2
Wells Fargo
California
$11.1M -$293K -17,168 -3%
Morgan Stanley
3
Morgan Stanley
New York
$9.15M +$660K +38,719 +8%
Invesco
4
Invesco
Georgia
$6.59M +$917K +53,760 +16%
TCMG
5
TSP Capital Management Group
New Jersey
$6.46M
GC
6
Guggenheim Capital
Illinois
$4.57M -$415K -24,345 -8%
Cohen & Steers
7
Cohen & Steers
New York
$4.32M +$3.36M +197,215 +355%
RCM
8
Rivernorth Capital Management
Florida
$3.4M -$4.72M -276,938 -58%
SFS
9
Shaker Financial Services
Virginia
$3.09M +$246K +14,412 +9%
RJA
10
Raymond James & Associates
Florida
$2.88M +$267K +15,625 +10%
UBS Group
11
UBS Group
Switzerland
$2.5M +$654K +38,345 +36%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.49M +$81.7K +4,790 +3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$1.96M +$614K +35,992 +46%
Bank of America
14
Bank of America
North Carolina
$1.38M +$30K +1,761 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.34M +$63.8K +3,743 +5%
CIA
16
Capital Investment Advisors
Georgia
$1.18M +$6.12K +359 +0.5%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$1.13M -$167K -9,800 -13%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.1M +$81.9K +4,800 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$987K +$37.6K +2,202 +4%
JG
20
Jefferies Group
New York
$798K +$89.7K +5,260 +13%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$590K -$2.39K -140 -0.4%
Truist Financial
22
Truist Financial
North Carolina
$378K -$69.7K -4,086 -16%
CHAM
23
Clear Harbor Asset Management
Connecticut
$369K +$19.3K +1,130 +6%
LPL Financial
24
LPL Financial
California
$357K -$299K -17,545 -46%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$339K -$15.3K -900 -4%